Case Study: Apex Leaders achieves faster client scheduling with a custom digital portal from LaunchPad Lab

Apex Leaders cuts scheduling time by 90% with LaunchPad Lab

Apex Leaders, a human capital firm, needed a custom digital portal to automate their high-touch client service and internal processes after two previous development attempts with other agencies had failed. Their challenge was to build a scalable, client-centric platform that would streamline project launches, information review, and scheduling without losing their personalized brand identity. They partnered with the vendor LaunchPad Lab for web app and Salesforce development.

LaunchPad Lab designed and built a scalable portal on Heroku and Ruby on Rails, integrated with Salesforce via Heroku Connect. The solution featured a React-based front end for scheduling and managing advisor networks. The results were significant: within six months, 85% of new engagements were booked through the portal, 95% of calls were run on the platform, and time spent scheduling was reduced by 90%. This allowed Apex Leaders to handle more clients and focus on high-value work, with LaunchPad Lab continuing as a partner for future enhancements.

Apex Leaders